From a question at 11pm to a consultation on your calendar
Four things happen between the two, and none of them needs anyone at the firm awake. The assistant answers inside rules an attorney at your firm approved, writes the memo on your letterhead, classifies the urgency and books the consultation.
Between the question a visitor types after hours and the consultation on your calendar the assistant does four things, and none of them needs anyone at the firm awake. It answers inside rules an attorney at your firm approved, writes the answer up as a one to three page memo on your letterhead, classifies how urgent the situation is, and books the consultation. The memo reaches you by email before the person does.
What happens, in the order it happens
Five steps, counting the visitor's own. They see the answer, the memo and the booking. You see the memo in your inbox and the consultation on your calendar.
- The visitor asks one question, with no account to create and no form to fill in first, in their own language.
- The assistant answers it inside the guardrails: a straight description of the options in front of them, never which one applies to them. The phrases that predict a result are banned at the prompt firewall, and your disclaimer closes the answer.
- It writes the answer up as a one to three page memo on your letterhead. That is why the person hands over contact details: they are getting something worth keeping.
- It classifies how urgent the situation is. A time-critical one is flagged and pushed at your calendar; the rest book themselves into the next open consultation.
- The memo reaches you by email before the person does. Whoever takes the consultation can read their situation before it starts.
In the engagement the case study reports, the memo arrived in the browser 20 to 90 seconds after the question.
What it needs from your firm
Four things. Three of them your firm has already; the fourth is an attorney's attention before launch.
- The practice areas it answers for. The prompts are tuned to the ones you take, and two areas is a different build from six.
- A calendar for the booking to land on, so a consultation books itself without anyone retyping it.
- Your disclaimer, which closes every answer verbatim and is translated when the answer is not in English.
- An attorney at your firm who reads the written rules and approves them before anything goes live.
Read the full AI intake page for law firms
Where the sequence pays off, and where it does not
The five steps assume a few things about your firm. Where they do not hold, it is cheaper for both of us to say so now.
A good fit
- Inquiries already arrive as typed questions on your website. This captures demand; it does not create it.
- After-hours and weekend questions currently land in a form or a voicemail.
- Someone at the firm can approve the rules before launch and will read the memos after it.
Not a fit
- You want something that answers the phone. This answers the website.
- You want it to decide who qualifies. It explains the options, and deciding stays with your attorney.
- You want it to fix no-shows. In the client-reported figures from the first 2.5 weeks at a practice we do not name, about half of the people who booked did not attend, and that is a scheduling problem the assistant does not solve.
What we will and will not claim about the sequence
Stated before the call, so you can hold us to it after.
What we can claim
- Your disclaimer closes every answer, verbatim.
- Every memo reaches you by email before the person does.
- In the engagement the case study reports, a one to three page memo in 20 to 90 seconds.
- An attorney at your firm approves the written rules before launch.
What we will not claim
- Any prediction about a legal outcome.
- That the assistant gives legal advice. It explains the options; it does not decide.
- Bar compliance certification. We are not the body that issues one.
- A guaranteed number of booked consultations.
Questions about AI intake
Does the visitor have to create an account or fill in a form first?
No. They type one question, with no account and nothing to fill in first, and get the answer. They hand over contact details afterwards, for the memo and the consultation, which is when they have a reason to.
What if the question does not carry enough to answer?
It says so and routes the person to a consultation, instead of assuming facts and building an answer on them.
What happens when the situation is urgent?
The assistant classifies urgency on every question. A time-critical situation is flagged and pushed at your calendar rather than left to self-book, and the memo is in your inbox before the person is.
Does it answer in Spanish?
It answers in the language the visitor writes in, and your disclaimer is translated when the answer is not in English.
Who books the consultation, the assistant or my staff?
The visitor does, into the next open slot on the calendar you connect. It lands there without anyone at the firm retyping it.
Walk through it on one of your own inquiries
Fifteen minutes on where your inquiries arrive today and what happens to the one that lands tonight. You leave knowing whether the sequence above closes a gap at your firm, or that it does not yet.